DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Brendan M Gilmore
Feed of 09/14/2026
Also filed as Brendan Michael Gilmore
At current firm
5 y
since Nov 4, 2020
In the industry
17 y
since May 11, 2009 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Almanack Investment Partners independent RIA currentsince Nov 4, 2020 · Wayne, Pa
- Mercap Advisors, Inc. formerAug 11, 2015 to Nov 3, 2020 · Paoli, Pa
- Merion Wealth Partners, LLC formerAug 10, 2010 to Jan 5, 2016 · Berwyn, Pa
- Wells Fargo Advisors wirehouseMay 12, 2009 to Dec 31, 2009 · Bryn Mawr, Pa
Moves
a registration end followed by a registration begin elsewhere
- Mercap Advisors, Inc. to Almanack Investment Partnersleft Nov 3, 2020, registered Nov 4, 2020 (1 days) · Other · moved with a team
- Merion Wealth Partners, LLC to Mercap Advisors, Inc.left Jan 5, 2016, registered Aug 11, 2015 (-147 days) · Other · moved with a team
- Wells Fargo Advisors to Merion Wealth Partners, LLCleft Dec 31, 2009, registered Aug 10, 2010 (222 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address